Carl P. Sherr & Co., LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Worcester, MA.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.0% of total clients.
Top client categories% of clientsClients
1
HNWI
64.0%
187
2
Individuals
34.2%
100
3
Charitable
1.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$505Mas of March 11, 2026
Discretionary96.7%
$489M
97% of total RAUM96.7%
Non-discretionary3.3%
$16M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$505M
Total Accounts831
10Y AUM Change+$318M (+169.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.